Presentation on Team Management

Document Sample
Presentation on Team Management Powered By Docstoc
					      Intervention Team Training
      Facilitator Guide


November 2003




      DC Asthma Coalition
      Intervention Demonstration Project




                                A project of

                                      DC Asthma Coalition
                                      Community Services Network Inc.




      D:\Docstoc\Working\pdf\35b4d712-37cb-4cde-99a1-c1279e21885f.doc   1/24
                                                 Facilitator Guide to Intervention Team Sessions
                                                                                       Session 1




Intervention Team Training
Facilitator Guide


Contents




Session 1.               Team Building and Collaborative Case Management.
                         Introductions, Confidentiality, Case Management Methodology,
                         Case Management Tools (Ecomaps and Genograms), Sample
                         Case Presentation

Session 2.               Case Presentation. Review of NAEPP Guidelines. Team Calendar

Session 3.               Case Presentation, Review, Assessment. Review of Data
                         Dictionary. Team Calendar

Session 4.               Case Presentation, Review, Assessment. Protocol Development
                         and Use. Team Calendar

Session 5.               Case Presentation, Review, Assessment. Case Reassessment
                         Procedures. Team Calendar

Session 6.               Case Presentation, Review, Assessment, Reassessment.
                         Preparation for First Quarterly Review Meeting. Team Calendar

Sessions 7-9             Case Presentation, Review, Assessment, Reassessment.
                         Complete Case Reviews for Each Cell in the Study Matrix. Team
                         Calendar

Sessions 10-12           Case Presentation, Review, Assessment, Reassessment. Adjust
                         Initial Protocols to CPT Codes. Prepare for Transition to Online
                         Collaboration. Team Calendar




Team Facilitator Guide                    7/12/2011                                               p. 2
                                       D:\Docstoc\Working\pdf\35b4d712-37cb-4cde-99a1-c1279e21885f.doc
                                               Facilitator Guide to Intervention Team Sessions
                                                                                     Session 1



Session 1: Team Building and the Collaborative Case Management Process



Session Objectives       At the end of this session, participants will be able to:

                               Understand and identify project goals and expected
                                outcomes of the facilitated team sessions

                               Agree to ground rules and operating procedures for the
                                team

                               Identify methodologies for joint problem solving and
                                consensus building

                               Agree to a team confidentiality protocol

                               Understand the Collaborative Case Management
                                Process

Starts on Time           Session must start on time regardless of how many participants
                         have arrived.

Team Introductions       Brief introductions include why team members are there and
                         their particular experiences with pediatric asthma

Review of Project        Designed primarily for participants who did not attend the
Vision                   orientation session
                              Display the poster detailing the project goal and
                                 objectives at each team session for reference
                              Review with the Team the “overview” of the project in
                                 the Team packets.

Team Expectations        Extended discussion of each team member’s expectations from
                         the sessions and from the project




Team Facilitator Guide                   7/12/2011                                              p. 3
                                     D:\Docstoc\Working\pdf\35b4d712-37cb-4cde-99a1-c1279e21885f.doc
                                               Facilitator Guide to Intervention Team Sessions
                                                                                     Session 1


Team Building            Ground Rules

                               Formal agreement to the Rules
                                   o Rules poster should be affixed to the wall prior to
                                       the beginning of each session
                                   o Add or eliminate rules based on Team input and
                                       agreement
                             Formal agreement to the Operating Procedures
                                   o Operating Procedures poster should be affixed
                                       to the wall prior to the beginning of each session
                                   o Add or eliminate Operating Procedures based
                                       on Team input and agreement
                         Decision-Making

                            Organizations and agencies make decisions based on
                            different requirements and processes. These requirements
                            and processes impact not only how individuals make
                            decisions but influence the team-making decision process
                            as well. When analyzing approaches to decision making,
                            it’s useful to look at various approaches while remembering
                            that the situation often determines the best approach and
                            style to use. The style used within a particular organization
                            may not be an appropriate style when making decisions
                            within this team.

                            Discuss the different styles of decision-making. The most
                            common decision-making approaches:
                                Individual Decisions
                                Minority Decisions
                                Majority Decisions
                                Consensus
                                Unanimous Decisions

                            The Individual Approach
                                Under this approach a manager makes decisions with
                                minimal, if any, input from others.
                                 Advantage: managerial control and speed
                                 Disadvantage: valuable, important, and critical input
                                   from others is disallowed.

                            The Minority Approach
                                This type of decision is often made by a few of the most
                                persistent or dominant people in the group.
                                 Advantage: dedicated individuals can lobby within
                                    the larger group to gain acceptance for their ideas.
                                 Disadvantage: no buy-in from the larger group,
                                    which may cause revisiting, re-evaluating, and
                                    possibly reversing the decision at a later date. (This
                                    applies as well to the majority approach.)

Team Facilitator Guide                  7/12/2011                                               p. 4
                                     D:\Docstoc\Working\pdf\35b4d712-37cb-4cde-99a1-c1279e21885f.doc
                                           Facilitator Guide to Intervention Team Sessions
                                                                                 Session 1



                         The Majority Approach
                            Utilizing this approach requires a vote to be taken and
                            reaching a majority of that vote as defined by 51%, two-
                            thirds, or three-fourths of those voting.
                             Advantage: democratic process by which everyone
                                 participates
                             Disadvantage: factionalism can occur if a minority
                                 feels overwhelmed and ignored

                         The Consensus Approach
                            Consensus occurs when participants look at many
                            options and seek a solution that everyone can support.
                            Everyone may not agree, but they can support the
                            decision.
                             Advantage: high buy-in and ease of implementation
                             Disadvantage: time consuming and requires a high
                                level of trust among the participants

                         The Unanimous Approach
                            A unanimous decision requires 100% agreement by all
                            participants.
                             Advantage: support for implementation is assured
                             Disadvantage: time consuming for a large team and
                                can require special decision-making processes with
                                which the team is not familiar

                         Three important questions to consider when making
                         decisions:
                             Who is making the decision?
                             Who needs to provide input?
                             Who needs to implement the decision?

                         Because many of the decisions made in the Collaborative
                         Case Management Process require input and
                         implementation by members of the team, an attempt will
                         be made to reach a consensus whenever possible. Group
                         decision-making is complex and involves the perceptions,
                         needs, opinions, and feelings of all members of the team.
                         When people are involved in making a decision by
                         consensus, they are much more likely to support it.
                         As power is shared in the decision-making process,
                         responsibility and accountability are redistributed.

                         Guidelines for Reaching a Consensus
                            1. Involve everyone in the discussion. Encourage
                               participation
                            2. Listen to what everyone is saying
                            3. Share information

Team Facilitator Guide              7/12/2011                                               p. 5
                                 D:\Docstoc\Working\pdf\35b4d712-37cb-4cde-99a1-c1279e21885f.doc
                                           Facilitator Guide to Intervention Team Sessions
                                                                                 Session 1


                            4. Be careful with quick solutions
                            5. Explore alternatives. Don’t bargain or trade support
                            6. Avoid conflict-reducing techniques like majority
                                voting or coin tossing
                            7. Treat differences as a strength
                            8. Create a solution that will be supported
                            9. Avoid blind arguing of views. Try not to compete
                            10. Seek a win-win solution. Strive for the best answer

                         How to Know When Consensus is Reached
                         Consensus is reached after all positive and negative
                         aspects of an issue are expressed and debated and all
                         members support a particular course of action. Consensus
                         is reached when each member of the group can say:
                               I believe that you understand my point of view (not
                                 necessarily agree with it)
                               I believe that I understand your point of view (not
                                 necessarily agree with it)
                               Whether or not I prefer this decision, I will support it
                                 because it was arrived at in an open and fair way. I
                                 Can Live With It.
                         A thumbs up or thumbs down signal can be used to indicate
                         support or nonsupport.

                         What If Consensus Can’t Be Reached?
                               Clarify areas of disagreement
                               Table the decision. More information might be
                                needed
                               Identify what would have to change in order to make
                                the decision acceptable
                               Focus on the majority point of view
                               Ask “Why?”
                               Identify objective vs. opinion/feeling data
                               List pros and cons of each decision
                               Ask, “What is the worst-case scenario?”
                               Identify who the major stakeholders are and check
                                for consensus from them
                               Ask, “What else can we do?”

                         Conflict Resolution
                            Conflict implies opposition, some antagonism of ideas
                            or interests that lead to a continuum of behaviors
                            ranging from mild disagreement to open hostilities. The
                            team may find itself in conflict when working together to
                            achieve the best care for a client; however, although
                            they may wish to avoid this conflict, it often provides an
                            opportunity to resolve problems creatively. More
                            important to remember is that conflict, when managed,


Team Facilitator Guide               7/12/2011                                              p. 6
                                 D:\Docstoc\Working\pdf\35b4d712-37cb-4cde-99a1-c1279e21885f.doc
                                       Facilitator Guide to Intervention Team Sessions
                                                                             Session 1


                         can lead to a more effective, highly functioning team.




Team Facilitator Guide          7/12/2011                                               p. 7
                             D:\Docstoc\Working\pdf\35b4d712-37cb-4cde-99a1-c1279e21885f.doc
                                           Facilitator Guide to Intervention Team Sessions
                                                                                 Session 1


Confidentiality          The team will be using the Collaborative Case
                         Management Process for case review and
                         development of case treatment plans.

                         Before a case can be addressed through collaborative
                         case management a protocol must be established for
                         protecting a client’s privacy and assuring that all
                         information relevant to that client and the client’s case
                         will remain confidential. Confidentiality can be defined
                         as a client’s right to the protection of information
                         shared with an agency or representative of an agency
                         for the purpose of receiving services.

                         Assist the Team in developing a protocol based on the
                         sample provided in the Team packet. Team members
                         were requested to bring a copy of their agency
                         protocol for discussion about confidentiality.

                         Developing a Confidentiality Protocol

                         Purpose of a Protocol
                               Provide a guideline for team operation and the
                                provision of services
                               Define what can and cannot be done

                         Characteristics of a Protocol
                               It is written
                               It defines the roles of the pertinent parties
                               It stipulates external and internal procedures for
                                sharing information
                               It is dated
                               Either factual or objective
                               Useful
                               Relevant to the objective or function of the agency
                                or individual who requests it

                         A team confidentiality protocol should be based on certain
                         beliefs and premises:
                                A clients right to privacy will be respected
                                All team members are required to respect the
                                 client’s privacy
                                The information shared will be used to provide
                                 comprehensive services
                                All team members will work together as a
                                 collaborative team
                                Clients are entitled to know how and what
                                 information may be shared
                                Clients have a right to review the data file

Team Facilitator Guide              7/12/2011                                               p. 8
                                 D:\Docstoc\Working\pdf\35b4d712-37cb-4cde-99a1-c1279e21885f.doc
                                          Facilitator Guide to Intervention Team Sessions
                                                                                Session 1



                         The Team confidentiality protocol should include
                         procedures in the following areas:
                              Release of information to community agencies and
                               individuals. These procedures should include
                               information given by the client to the agency for
                               release to the Team anonymously.
                              It may be appropriate for team members to share
                               their agency’s policy regarding the internal use of
                               confidential client information.
                              Maintenance and protection of accurate records
                              Objective recording and reporting of information.
                              Ensuring that appropriate staff has the necessary
                               information, both internally (at the agency) and
                               externally (to team members offering services
                               directly to the client).
                              Address client rights.
                              Disciplinary procedures for violations of policy.
                              Training for all team members.

                         Internal client confidentiality consideration at an agency
                         may include:
                                Written guidelines for the maintenance and
                                 protection of accurate records should address:
                                      o Contents of the record
                                      o How files are safeguarded
                                      o Where the various types of information are
                                          kept
                                      o Who has access to what information
                                      o Client’s rights and procedures for access to
                                          the information
                                      o How and for what length of time old records
                                          are stored and how they are eventually
                                          destroyed
                                      o HIPPA Compliance
                                Developing staff and client awareness:
                                      o Staff training in confidentiality, including
                                          policies and ethical obligations
                                      o Confidentiality statement in the agency
                                          personnel policy
                                      o Written disciplinary procedures for breach of
                                          the policy
                                      o Client notification regarding an agency’s
                                          confidentiality policies

                         External confidentiality considerations that may affect an
                         individual agency include:
                                Information required through legal subpoena
                                Immediately dangerous situation for the client

Team Facilitator Guide             7/12/2011                                               p. 9
                                D:\Docstoc\Working\pdf\35b4d712-37cb-4cde-99a1-c1279e21885f.doc
                                                 Facilitator Guide to Intervention Team Sessions
                                                                                       Session 1


                                       family or for the community
                                      Legal obligations, such as the reporting of
                                       suspected child abuse and neglect
                                      Information required by governmental agencies
                                      Information required for funding of the services
                                       provided

                            The team members discuss approaches to confidentiality
                            against the above material using their agency confidentiality
                            agreements. Using the sample Confidentiality Statement
                            as a model, draft the confidentiality protocol for the team.

Collaborative Case       The Collaborative Case Management Process allows service
Management               providers to work in a collective manner when providing
                         services to clients with multiple needs. The purpose of
                         this approach is to ensure:

                                     Development of clear objectives for the client
                                     Access to necessary services and resources
                                     Tracking of service utilization and delivery
                                     Documentation of the case plan

                         It is important to emphasize how essential and central client
                         and family input is to collaborative case management.
                         Agreement for client input is required at the outset in order to
                         develop an appropriate and effective case plan that has a
                         chance at success. The case plan is not valid until the client or
                         family approves it. There must be ongoing input from the client
                         and family communicated to the team by the designated team
                         representative.

                         The Case Presentation Model

                            Physician Intake, Assessment, and Treatment to Date
                                   The case has been distributed to the team members
                                   prior to the presentation. There is no questioning or
                                   clarification at this point. Team members make notes
                                   and prepare for questions.

                            Full Assessment: Collaborative Review of Intake and
                            Registration

                                   Assessment with families is more effective than
                                   assessment for families. Additional family input
                                   through home visits will be made by the DC
                                   Asthma Coalition Community Health Workers.
                                   They will advise the team of family goals and input,
                                   clarifying team questions and validating the family

Team Facilitator Guide                    7/12/2011                                             p. 10
                                       D:\Docstoc\Working\pdf\35b4d712-37cb-4cde-99a1-c1279e21885f.doc
                                               Facilitator Guide to Intervention Team Sessions
                                                                                     Session 1


                                multidisciplinary treatment plan. Team members
                                will ask questions during the full assessment.

                         Assessing Family Strengths and Weaknesses
                                The primary goal of assessment is to help families
                                become healthier and more self-reliant. Each child and
                                family is unique. As a team, the focus is on the current
                                strengths of the family and their goals.

                         Using Genograms and Ecomaps

                                Genograms and ecomaps are tools that aid
                                communication among collaborative case
                                management teams. In addition to their value in
                                assessment, the genogram and ecomap can
                                significantly shorten the traditional narrative case
                                recording. They can be updated quickly as
                                services or information changes.

                                Genograms
                                o   A graphic depiction of the client and family, similar
                                    to a family tree.
                                o   Using genograms, the team will identify current
                                    support for the family and supporters of the family
                                    plan. This approach focuses on solving current
                                    problems rather than researching past and
                                    potentially harmful history. Focus on current
                                    support is used to set attainable goals that will affect
                                    the asthma treatment plan.

                                In Session 2 the Team will create a Genogram.

                                Ecomaps
                                    o   Places an individual or family within its social
                                        context by using circles to represent significant
                                        organizations or factors impacting lives.
                                    o   Depicts all past and present service providers
                                        involved in the case.
                                    o   Usually, but not always, developed jointly by the
                                        case manager and the client.

                                In Session 2 the Team will create an Ecomap.

                         Treatment and Asthma Plan Development
                               Prioritize Long and Short-Term Goals
                               Identify Services and Link to Resources

                         Case Monitoring and Reassessment


Team Facilitator Guide                  7/12/2011                                             p. 11
                                     D:\Docstoc\Working\pdf\35b4d712-37cb-4cde-99a1-c1279e21885f.doc
                                              Facilitator Guide to Intervention Team Sessions
                                                                                    Session 1


                         The team monitors the case plan and ensures that services
                         committed to by the team are provided. An update on each
                         case is provided at each team meeting.

                         Disposition and Longitudinal Care
                         The team discusses how to monitor and track cases
                         following final assessment and disposition of the case.
                         Tracking longitudinal care will ensure the placement of the
                         case in the on-line system during week 12.

Sample Case              Overview presentation of sample case. Limited further
Presentation             discussion

Team Calendar            Agree on meeting times and dates for all sessions. Discuss
                         case review calendar

Session Review           Team questions and comments about Session 1




Team Facilitator Guide                 7/12/2011                                             p. 12
                                    D:\Docstoc\Working\pdf\35b4d712-37cb-4cde-99a1-c1279e21885f.doc
                                                Facilitator Guide to Intervention Team Sessions
                                                                                      Session 2



Session 2                Collaborative Case Management Process continued….

Session Objectives
Review Sessions          Team discussion and unfinished business
to date

Special focus:           This session will have an additional special focus on the
                         NAEPP Guidelines for asthma management. The Guidelines
                         are posted on the wall, and the facilitator should find ways to
                         bring the Guidelines to the attention of team members within
                         the context of case review.

                         Use of the Guidelines will continue throughout the team
                         sessions, but the facilitator will make a special effort to utilize
                         them during this session.

Case 1 Review            1. Physician presentation

                         2. Team clarifications

                         3. Expanded case presentation
                              Genogram
                                   o Depictions: People
                                           Squares represent men
                                           Circles represent women
                                           Double circle or double square represent
                                             the primary client
                                           X in circle or square represents person is
                                             deceased
                                           Male is indicated on the left and female
                                             on the right
                                           Pregnancies, miscarriages, abortions,
                                             and stillbirths are indicated by four
                                             different symbols
                                           If couple with children, then each child’s
                                             figure comes down from the line that
                                             connects the couple
                                           Children are drawn left to right going
                                             from the oldest to the youngest
                                           Converging lines connect twins to the
                                             parental line
                                           Identical twins are connected by a bar
                                           Foster children or adopted children are
                                             indicated by broken lines
                                   o Depictions: Family Structure
                                           The family structure shows different
                                             family members in relation to one
                                             another. The figures representing family

Team Facilitator Guide                   7/12/2011                                             p. 13
                                      D:\Docstoc\Working\pdf\35b4d712-37cb-4cde-99a1-c1279e21885f.doc
                                   Facilitator Guide to Intervention Team Sessions
                                                                         Session 2


                                    members are connected by lines that
                                    indicate their biological and legal
                                    relationships.
                                 Lines that go down and across connect a
                                    married couple. The husband is on the
                                    left and the wife is on the right.
                                 “M” followed by a date indicates when
                                    the couple was married. Two or four
                                    digits may represent the year.
                                 Marriage line also indicates separations
                                    and divorces. Slashes signify a
                                    disruption in the marriage—one slash for
                                    separation and two for divorce.
                                 Couples living together but not legally
                                    married are depicted the same as
                                    married but using a dotted rather than
                                    solid line.
                                 Multiple marriages. General rule is to
                                    work from left to right, with left
                                    representing the oldest and right the
                                    most recent. Multiple partners by each
                                    spouse, with or without children, can be
                                    difficult to map. Placing the most recent
                                    relationship in the center and each
                                    partner’s former spouse off to the side
                                    offers one solution.
                                 A large, dotted line circle around the
                                    members indicates a family or
                                    household.
                         o   Depictions: Family Relationships
                                 Third level of the genogram
                                 Most inferential
                                 Delineates the relationships between
                                    family members.
                                 Characterizations based on self-reporting
                                    of family members and direct
                                    observations.
                                 Multiple straight lines connecting
                                    members indicate very close or fused
                                    relationships.
                                 Jagged lines indicate poor or conflicting
                                    relationships.
                                 Multiple straight lines intersected by
                                    jagged lines represent fused and
                                    conflicting relationships.
                                 Two straight lines indicate close
                                    relationships.
                                 A broken line indicates distant
                                    relationships.

Team Facilitator Guide       7/12/2011                                            p. 14
                         D:\Docstoc\Working\pdf\35b4d712-37cb-4cde-99a1-c1279e21885f.doc
                                                Facilitator Guide to Intervention Team Sessions
                                                                                      Session 2


                                                 A straight line with a break indicates an
                                                  estranged or cut-off relationship.

                         Ecomaps
                                    o   Depictions
                                            Solid line circle depicts services the client
                                               family is presently receiving
                                            Dotted circle depicts services needed by
                                               an individual or the family.
                                            Double circle depicts services the client
                                               family used to receive.
                                            For unusually complex cases, depict the
                                               history of one service at a time. Dates
                                               and providers can be added to maintain
                                               accurate, updated records.



                         4. Family strength\weakness assessment

                         5. Needs assessment

                         5. Long- and short-term priorities

                         6. Case plan agreement
                              proposed interventions
                              calls for additional information

                         7. Team member assignments

                         8. Case calendar

Case 2 Review            1. Initial physician presentation

                         2. Team clarifications

                         3. Expanded case presentation
                              Genogram
                              Ecomap

                         4. Family strength\weakness assessment

                         5. Needs assessment

                         5. Long- and short-term priorities

                         6. Case plan agreement
                              proposed interventions
                              calls for additional information

Team Facilitator Guide                   7/12/2011                                            p. 15
                                     D:\Docstoc\Working\pdf\35b4d712-37cb-4cde-99a1-c1279e21885f.doc
                                              Facilitator Guide to Intervention Team Sessions
                                                                                    Session 2



                         7. Team member assignments

                         8. Case calendar

Session review           Team questions and comments about Session 2




Team Facilitator Guide                 7/12/2011                                             p. 16
                                    D:\Docstoc\Working\pdf\35b4d712-37cb-4cde-99a1-c1279e21885f.doc
                                                Facilitator Guide to Intervention Team Sessions
                                                                                      Session 3



Session 3.

Review Sessions          Team discussion and unfinished business
to date

Special focus:           This session will have an additional special focus on the data
                         dictionary. The facilitator will use the different definitions used
                         by team members during the previous session as a means of
                         introducing the concept of the data dictionary, and of clearly
                         defining key terms.

Case 3 Review            1. Initial physician presentation

                         2. Team clarifications

                         3. Expanded case presentation
                              Genogram
                              Ecomap

                         4. Family strength\weakness assessment

                         5. Needs assessment

                         5. Long- and short-term priorities

                         6. Case plan agreement
                              proposed interventions
                              calls for additional information

                         7. Team member assignments

                         8. Case calendar

Case 4 Review            1. Initial physician presentation

                         2. Team clarifications

                         3. Expanded case presentation
                              Genogram
                              Ecomap

                         4. Family strength\weakness assessment

                         5. Needs assessment

                         5. Long- and short-term priorities

                         6. Case plan agreement

Team Facilitator Guide                   7/12/2011                                             p. 17
                                      D:\Docstoc\Working\pdf\35b4d712-37cb-4cde-99a1-c1279e21885f.doc
                                              Facilitator Guide to Intervention Team Sessions
                                                                                    Session 3


                               proposed interventions
                               calls for additional information

                         7. Team member assignments

                         8. Case calendar

Session review           Team questions and comments about session 3.




Team Facilitator Guide                  7/12/2011                                            p. 18
                                    D:\Docstoc\Working\pdf\35b4d712-37cb-4cde-99a1-c1279e21885f.doc
                                               Facilitator Guide to Intervention Team Sessions
                                                                                     Session 4


Session 4.

Review Sessions          Team discussion and unfinished business
to date

Special focus:           Introduction to protocols:
                              intervention protocols
                              data-sharing protocols
                              team administration protocols
                         The facilitator will review the concept of protocols with the
                         team, and show how protocol development will be a primary
                         objective and result of team activities (Posterize)

Case 5 Review            1. Initial physician presentation

                         2. Team clarifications

                         3. Expanded case presentation
                              Genogram
                              Ecomap

                         4. Family strength\weakness assessment

                         5. Needs assessment

                         5. Long- and short-term priorities

                         6. Case plan agreement
                              proposed interventions
                              calls for additional information

                         7. Team member assignments

                         8. Case calendar

Case 1 reassessment      1. Team member reports
                              Physician report
                              Other assigned team member reports


                         2. Team review of case Genogram\Ecogram

                         3. Team clarifications

                         4. Review of needs assessment

                         5. Review of priorities

                         6. Review of case plan

Team Facilitator Guide                   7/12/2011                                            p. 19
                                     D:\Docstoc\Working\pdf\35b4d712-37cb-4cde-99a1-c1279e21885f.doc
                                              Facilitator Guide to Intervention Team Sessions
                                                                                    Session 4


                         7. Team member assignments

                         8. Case calendar

Session review           Team questions and comments about session .




Team Facilitator Guide                 7/12/2011                                             p. 20
                                    D:\Docstoc\Working\pdf\35b4d712-37cb-4cde-99a1-c1279e21885f.doc
                                               Facilitator Guide to Intervention Team Sessions
                                                                                     Session 5


Session 5.

Review Sessions          Team discussion and unfinished business
to date

Special focus:           Case reassessment procedures. (Posterize)

Case 2 reassessment      1. Team member reports
                              Physician report
                              Other assigned team member reports


                         2. Team review of case Genogram\Ecogram

                         3. Team clarifications

                         4. Review of needs assessment

                         5. Review of priorities

                         6. Review of case plan

                         7. Team member assignments

                         8. Case calendar

Case 3 reassessment      1. Team member reports
                              Physician report
                              Other assigned team member reports

                         2. Team review of case Genogram\Ecogram

                         3. Team clarifications

                         4. Review of needs assessment

                         5. Review of priorities

                         6. Review of case plan

                         7. Team member assignments

                         8. Case calendar

Case 4 reassessment      1. Team member reports
                              Physician report
                              Other assigned team member reports

                         2. Team review of case Genogram\Ecogram

Team Facilitator Guide                   7/12/2011                                            p. 21
                                     D:\Docstoc\Working\pdf\35b4d712-37cb-4cde-99a1-c1279e21885f.doc
                                               Facilitator Guide to Intervention Team Sessions
                                                                                     Session 5


                         3. Team clarifications

                         4. Review of needs assessment

                         5. Review of priorities

                         6. Review of case plan

                         7. Team member assignments

                         8. Case calendar

Session review           Focus on reassessment protocol




Team Facilitator Guide                   7/12/2011                                            p. 22
                                     D:\Docstoc\Working\pdf\35b4d712-37cb-4cde-99a1-c1279e21885f.doc
                                               Facilitator Guide to Intervention Team Sessions
                                                                                     Session 6


Session 6.

Review Sessions          Team discussion and unfinished business
to date

Special focus:           Lessons learned to date: preparation for first community forum
                         on clinical practices for asthma management. (Posterize)

Case 6 Review            1. Initial physician presentation


                         2. Team clarifications

                         3. Expanded case presentation
                              Genogram
                              Ecomap

                         4. Family strength\weakness assessment

                         5. Needs assessment

                         5. Long- and short-term priorities

                         6. Case plan agreement
                              proposed interventions
                              calls for additional information

                         7. Team member assignments

                         8. Case calendar

Case 5 reassessment      1. Team member reports
                              Physician report
                              Other assigned team member reports

                         2. Team review of case Genogram\Ecogram

                         3. Team clarifications

                         4. Review of needs assessment

                         5. Review of priorities

                         6. Review of case plan

                         7. Team member assignments

                         8. Case calendar


Team Facilitator Guide                   7/12/2011                                            p. 23
                                     D:\Docstoc\Working\pdf\35b4d712-37cb-4cde-99a1-c1279e21885f.doc
                                               Facilitator Guide to Intervention Team Sessions
                                                                                     Session 6


Case updates             Updates from team members on previously reviewed cases;
                         includes information request results and other information.

Lessons learned          Team discussion on lessons learned for clinical practices.
discussion and review

Session review           Focus on reassessment protocol




Team Facilitator Guide                  7/12/2011                                             p. 24
                                     D:\Docstoc\Working\pdf\35b4d712-37cb-4cde-99a1-c1279e21885f.doc

				
DOCUMENT INFO
Description: Presentation on Team Management document sample